เงื่อนไขการค้นหา

ทักษะ:

Compliance, Finance, Excel

ประเภทงาน:

งานประจำ

• Work in conjunction with relationship manager (RM) to develop in-depth understanding and assessment of clients needs.
• Recommend investment strategies through Portfolio Review Model.
• Analyze market and update market and economic to RM on a regular basis.
• Coordinate with RM to monitor the financial market and dynamically change strategies according to the performance of clients portfolio.
• Constantly contact RM and the clients and inform them about the updates of their investment and market situation.
• Train and coach RM to improve their investment skill.
• Support IC hotline service and ensure the quality of call.
• Comply with segment policy, rules, regulations, compliance and control.
• Bachelor's or Master's degree in Finance, Economics, Business Administration or any related field.
• At least 5-7 years of experience in Investment Consultant or Wealth Management role.
• Investment knowledge in capital market: global equity market and bond market.
• Investment Analytical skill.
• Skill in MS Office tools and must possess strong technical skills with Excel.
• Effective Communication & Presentation Skills: Communicate with a clear purpose, Prepare and deliver interesting interactive presentations.
• IC License or CFP required.
• Please note that we will get in touch with shortlisted candidates only.
• FB: Krungsri Career(http://bit.ly/FacebookKrungsriCareer [link removed]).
• LINE: Krungsri Career (http://bit.ly/LineKrungsriCareer [link removed]).
• Talent Acquisition Department
• Bank of Ayudhya Public Company Limited
• 1222 Rama III Rd., Bangpongpang, Yannawa, Bangkok 10120.

ประสบการณ์:

5 ปีขึ้นไป

ทักษะ:

Product Owner, Product Development, CFA

ประเภทงาน:

งานประจำ

• Customer-Centric Design: Champion a customer-first approach, ensuring our investment products deliver intuitive, seamless, and delightful user experiences.
• Data-Driven Decision Making: Utilize data insights to inform product decisions, prioritize features, and measure success against key performance indicators.
• AI-Powered Innovation: Leverage AI and machine learning to analyze user behavior, identify trends, and uncover opportunities for product enhancement and personalization.
• Product Leadership: Define the product vision, strategy, and roadmap for your portfolio, aligning cross-functional teams and stakeholders towards a common goal.
• End-to-End Ownership: Manage the entire product lifecycle, from ideation and concept development to launch, iteration, and continuous improvement.
• Technical Collaboration: Partner effectively with engineering, design, and data science teams, translating business requirements into technical specifications and ensuring successful implementation.
• 5+ years of experience as a Product Manager, Product Owner, or similar role in fintech, investment management, or a related field.
• Proven track record of delivering successful investment or wealth management products with measurable impact on customer satisfaction and business outcomes.
• Strong analytical skills with the ability to interpret complex data and derive actionable insights.
• Experience with AI/ML techniques and their application in product development.
• Exceptional communication and presentation skills, capable of influencing and inspiring stakeholders at all levels.
• Experience working in agile environments and familiarity with tools like Jira.
• Passion for fintech and a deep understanding of the investment landscape.
• Nice to have.
• MBA or advanced degree in a relevant field.
• Experience in a startup or high-growth environment.
• CFA or other relevant financial certifications.
• Proficiency in SQL and data visualization tools.

ประสบการณ์:

5 ปีขึ้นไป

ทักษะ:

Accounting, Excel, Power point

ประเภทงาน:

งานประจำ

• Formulate and drive the overall wealth management strategy and business plan, including defining growth aspirations across key pillars: wealth segments, products, and sales channels.
• Align wealth management direction with the broader bank-wide strategy, fostering synergy across SCBX and the broader wealth business ecosystem.
• Design tailored wealth solutions and client experiences by leveraging data analytics and advanced digital capabilities to enhance customer value propositions.
• Develop and manage the operating model for wealth sub-segments, including customer engagement strategies and initiatives that support sustainable business growth.
• Lead strategic transformation and new business initiatives, acting as project manager to ensure timely delivery of core foundation and innovation projects targeting new segment opportunities.
• Qualifications Bachelor s degree or higher in Business Administration, Finance & Banking, Accounting, Economics, or related fields.
• At least 5 years of experience in business strategy, business planning analysis, financial planning analysis, or related functions.
• Sound knowledge in customer segment, retail banking, investment and/or insurance product, wealth management business and ability to drive new project initiative is preferred.
• Critical thinker with strong problem-solving skill and excellent execution, possessing logical thinking, basic data analytics skills, effective communication and influencing abilities with individuals and groups, both within and outside the organization, coupled with good personality and interpersonal skills.
• Competent in MS. Office: Excel, Word, Power point and other big data management software, i.e. Power BI is a plus.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.